Products by FinFolio

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Integrated Client Portal and Mobile Website

Your client's first stop on the web. An integrated client portal and mobile web site give you a single focal point for electronic client interaction. Static documents and live data sets combine into the most customizable client portal available to wealth managers. An ecosystem of pluggable... Read More

Portfolio Reporting

Portfolio reporting. Beautifully designed. Our large library of portfolio reports include performance, fixed income, options, multi-currency and management reports. FinFolio turns bland reports into vibrant presentations with cover pages, table of contents, and eight distinct graphics... Read More

Portfolio Management

We think portfolio management technology has a long way to go, and that idea drives our company. FinFolio was built from the ground up to handle mission-critical business processes for large asset management firms. We have embraced an expanded definition of portfolio management that includes... Read More

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